Dominic Berlo
San Francisco
Summary
Community-focused relationship builder with experience developing client communities, coordinating events, and supporting partnership outreach initiatives. Background in wealth management marketing, client engagement, and coaching has strengthened my ability to foster participation, communicate effectively across diverse groups, and grow active communities. Proven ability to organize programs, gather feedback, and improve engagement using data-driven decision making. Passionate about connecting organizations and people within technology and innovation ecosystems.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Pickleball & Tennis Coach
Goldman Tennis Center
San Francisco
04.2025 - Current
- Designed and facilitated group clinics, lessons, and events, increasing player retention and engagement.
- Cultivated a recurring client community of youth and adult players through relationship management and targeted program development.
- Developed individualized development plans and provided continuous feedback to improve performance and satisfaction.
- Coordinated sessions and maintained client engagement through regular communication via messaging and scheduling platforms.
- Increased lesson bookings and repeat attendance by promoting participation through referrals and word-of-mouth.
- Implemented safety procedures, onboarding processes, and skill-level assessments for new participants.
Wealth Management Intern
Balam Wealth Management
Modesto
10.2024 - 12.2024
- Collaborated with advisors to enhance client relationships and improve overall client experience.
- Prepared outreach materials and conducted prospect research to facilitate business development and partnership acquisition.
- Designed and tested client engagement campaigns (A/B testing gifting and outreach strategies) to improve response rates.
- Researched target companies and identified qualified prospects to support Account-Based Marketing (ABM) initiatives.
- Analyzed potential growth segments and documented insights to inform strategic marketing decisions.
Paddleboarding Instructor
Kayaks on the Water
Long Beach
04.2021 - 08.2022
- Led instructional sessions for diverse groups, enhancing participant engagement and promoting a supportive atmosphere.
- Coordinated daily operations, onboarding new customers and conducting safety orientations to ensure compliance and satisfaction.
- Received positive customer feedback for exceptional service, highlighting teamwork and effective communication.
Education
Bachelor of Science - Business Management
California State University, Long Beach
Long BeachZurich University of Applied Sciences - School of Management and Law
Winterthur, SwitzerlandSkills
- Event coordination
- Community outreach
- Public speaking skills
- Relationship management
- Stakeholder communication
- Client retention
- Feedback collection techniques
- Research and analysis
- Google Workspace proficiency
- Microsoft Office expertise
- Social media management
- Social media management
Certification
California Life, Accident & Health Insurance Producer License, 2024
Hobbies and Interests
- Technology Startups
- Pickleball
- Hiking
- Community Events
- Sports & Wellness Communities
Leadership And Community Engagement
- Vice President, Delta Chi Fraternity, 01/01/21-12/31/22: Managed executive committees and coordinated organizational activities and meetings., Increased fundraising participation and organized philanthropy events supporting cancer research., Facilitated communication between leadership, members, and external partners.
- Eagle Scout, Boy Scouts of America: Led a 60-person volunteer project, coordinating planning, logistics, and execution of a community garden improvement initiative., Secured $2,000 in sponsorships and community funding through outreach to local businesses., Managed volunteers, schedules, safety, and stakeholder communication.
Timeline
Pickleball & Tennis Coach
Goldman Tennis Center
04.2025 - Current
Wealth Management Intern
Balam Wealth Management
10.2024 - 12.2024
Paddleboarding Instructor
Kayaks on the Water
04.2021 - 08.2022
Bachelor of Science - Business Management
California State University, Long Beach
Zurich University of Applied Sciences - School of Management and Law